McDonald's and Low-Income Customers

McDonald's Struggling to hold onto low-income customers - WaPo

PJB worries about low-income people as he rides around in his limousine.

Seeking Alpha Summary of MCD Ananlyst's Call

A summary of the analyst's questions is included in this article.

MCD Third Qaurter Results

McDonald's Third Quarter Results - Press Release

"We're fueling momentum by delivering everyday value and affordability, menu innovation, and compelling marketing that continue to bring customers through our doors." - PJB

 

SNAP Suffering - parody

Snap Beneficiaries Wishing There Were Some Way They Could Trade Their Labor and Services for Money To Buy Food

Quick Preview of MCD Earnings Report on Weds.

“If MCD can effectively grow loyalty member sales from $30 billion in 2024 to a 50% increase to $45 billion in 2027, it would serve as a strong indicator that its AI-powered marketing initiatives are paying off. This would not only benefit franchisees, but it would also benefit MCD's bottom line as well.”

McDigital loyalty program in focus - SeekingAlpha

Trick or Treat at the White House

If POTUS can't go to McDonald's - bring McDonald's to him - VIDEO

CFA Launchs New Beverage Concept: daybright

 

          Good luck keeping Chick-fil-A service times - look at that menu!

Burger King Learns Its Lesson

Maze writes: "And straight discounts simply don’t work these days, not in the face of so many value offers. Also, profitability matters."  

Burger King's shift in attitude has helped it outperform its rivals

Are McDonald's Owners Making Up for the Shutdown?

Gamers - I'd like to buy the world a Meal and wreck the company

"McDonald's Monopoly game has become an exasperating mess"

1970s Coca-Cola commercial - 55 years ago

Starbucks: Better Service = Improved Sales

Other chains just keep adding to the menu, expecting better sales

White Castle Gets Modern

 

Does this building look familiar? Sure, it does. It could be a Taco Bell, a McDonald's, or most any modern QSR. It seems the different chains are all building an interchangeable building that could be converted to any brand if the original restaurant doesn't work out. On this one, all they'd have to do is change the signage, take down those metal trim pieces on the roof, and you're ready to serve Whoppers.

Castle of Tomorrow - QSR magazine

Who Would do Business With These People?

                Disney parks down 26% over five years - Breitbart

Four Free Bags of Food

I usually ignore the "Free food at McDonald's" internet posts, but this one looks interesting. I assume the game geniuses and McDonald's corporate folks told Owner/Operators this kind of thing would be infrequent. 

Food Hack - Trying the kiosk trick at McDonald's

MCD Pays Another Qarterly Dividend

"McDonald's said it has raised its dividend for 49 straight years. In September of last year, the dividend was raised to $1.77 per share from $1.67."

MCD BOD declared a quarterly cash dividend of $1.86 - Dow Jones

A Year Already?

Trump celebrates one year since he served as a McDonald's employee.

Maze - Opinion - Fast Food Results

A lot of effort, without a lot of results: RestBusOnline

Restaurant Owners - Inflation Forcing Tough Menu Choices

FOX News - the $17 egg sandwich? 

Taco Bell Again Fastest Drive-Thru

QSR magazine talks with Taco Bell executives            

QSR Drive-Thru report

Like I Said - Too Many Restaurants

 Jonathan Maze on X

@jonathanmaze

Oct 15

"Restaurants are on pace for more than 40,000 limited-time offers this year, which would be more than double the number in 2022 and would be a record, for the third straight year, per @technomic.

Brands need sales and traffic and social media is pushing innovation."

Simple - Whether you're selling widgets or hamburgers, oversupply means prices drop.

Stick a Fork in Beyond Meat

Shares drop below $1.00 on investor concerns - AP

Speaking of Attorney Zarco

The American Association of Franchisees and Dealers (AAFD) has published a sixteen-minute interview with Attorney Robert Zarco. It's very informative.

AAFD interview with Robert Zarco - YouTube

Also, if you haven't visited, the website of Zarco Einhorn Salkowski has a terrific video center that addresses numerous discussions about franchise legal matters. They are informal and fairly brief.

Zarco Law video center 

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Don't miss the Anonymous Comments on the Subway Article

Zarco on Subway remodel fight

Latest From Maze @ Restaurant Business

Did McDonald's Price Cuts Work? It's Complicated

Wendy's ... new plan represents a shift away from aggressive unit growth to building sales and profitability at its existing restaurants

Zarco on the Subway Remodel Fight

Franchise Times magazine - Oct 2025

"Subway has imposed a non-negotiable remodel timeline that treats franchisees not as business partners, but as corporate ATMs,” the franchisee association said in a statement.

The Massive Expansion of McDonald's

There will always be population migration (ask any homebuilder), but does that mean you build early and let the Owner/Operator suffer the losses in the early years?

Bloomberg reports with some shaky but interesting data - video

Who Owns McDonald's?

MCD corporate insiders own less than one percent of shares - Yahoo

Institutions - 74%

In A While McCrocodile

Twelve-foot dinosaur shuts down McDonald's drive-thru

Poultry in Motion

Wendy's tendys makes its debut in the chicken tenders game - USA Today

Tendys?

 

Wendy's Tendys makes its debut in the chicken tenders game - USA Today

PJB's CosMcs Alredy Putting the Hurt on Starbucks?

 Starbucks - significant store closures and layoffs

Subway Rebellion

Subway Franchisees Push Back on Reinvestment - RestBusOnline  

R.I.P Michael Quinlan - Former MCD CEO

ChiTrib article - 9/26/2025

Obituary - Sullivan Funeral Home

PJB Desperately Seeking More McKinsey

Emily Reasor joins McDonald's Star Chamber.

 “One former McKinsey consultant wrote anonymously, ¨To those convinced that a secretive cabal controls the world, the usual suspect are Illuminati, Lizard People, or ´globalists.' They are wrong, naturally. There is no secret society shaping every major decision and determining the direction of human history. There is, however, McKinsey & Company.”

― Walt Bogdanich, "When McKinsey Comes to Town"

PJB nad His Strange Bedfellows

Jonathan Maze goes in-depth on why PJB has taken on the tip wage issue at this time. The answer? PJB is always looking for an opportunity to leverage the McDonald's brand to play politics and get his name on an issue.

Let's hope he doesn't waste system resources or distract Owner/Operators from important issues.

But then we can always expect a democrat to side with organized labor

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Mize Merges

Business advisory and accounting firm, Aprio, today announced it has entered into agreements to acquire Mize CPAs Inc. (“Mize”), Midwest-based accounting and advisory firm for entrepreneurs and McDonald’s Owner/Operators

Coffee Prices

U.S. Coffee prices soar at the supermarket - Dailycoffee

McDonald’s Commits $200m to Regenerative Agriculture Initiative

"Contributions to the initiative come from various McDonald's USA suppliers. These include Cargill, Golden State Foods, Lopez Foods, OSI, and The Coca-Cola Company, which will provide funds to the NFWF and McDonald's US."

All will pass on the cost of this initiative to their franchisee customers.

McDonald's USA has announced its largest investment in regenerative agriculture - Global Data

The Rise and Fall of America's Biggest Restaurant Chain

What went wrong? - The Daily Meal

Supply and Demand - Part Deux

Answer to everything? ... Build more stores!

"The industry’s constant push for unit growth, however, can also be its undoing, because it’s putting a growing amount of pressure on individual locations. Industry profitability remains down, on average, since the pandemic. Franchisee profitability is down, too. And all this has been during a period of generally strong economic growth." - Jonathan Maze

The average restaurant gets a lot fewer customers than it did in 2019 - RBonline

Simple Supply and Demand

September was dominated by hand-wringing over same-store sales at QSRs. Yet no one in the industry or the press wants to discuss the real problem:

There are just too many quick-service restaurants.

Franchisees, investors, Wall Street analysts and corporate suits all delude themselves that the marketplace is infinite. It's not, it's full. And yet private equity firms buy up small chains with plans for rapid expansion, and McDonald's plans to open hundreds of new stores in the USA.

McDonald's franchisee profitability has taken a hit - Maze

McDonald's Corp Exits National Restaurant Association

McDonald's sides with organized labor - Restaurant Dive

PJB "As He Slashes Prices on Value Meals"

Told CNBC anchors that the move toward more value was "almost unanimous" among franchisees

Is This Old News?

I don't pay attention to "the app," so hopefully this is old news to McDonald's Owners and the issues have been resolved. 

He hacked McDonald's and found flaws.

The Cyber Express August 2025

Cracker Barrel Confusion

Spend 56 years developing a niche brand and then hire a D.E.I.  CEO who sets out to modernize the brand and look at what happens. Remember when the pajama boy regime tried to do this to McDonald's?

Cracker Barrel scraps new logo design - Fox News

Is Ten Years a Decade or a Century?

McDonald's CEO celebrates ten years with the company

Pajama Boy Knows Best

Today's Wall Street Journal article on McDonald's price fixing starts off with this headline:

"McDonald's to cut combo meal prices after convincing franchisees"

Reuters issues some preliminary coverage of the WSJ article.

Comment on Q3 Conference Call

Anonymous made a comment about analyst's questions on the recent McDonald's conference call with analysts.

"Most of them seem more interested in cheerleading than challenging the narrative."

They were softball questions, weren't they?

The truth is that analysts aren't here to tell management how to run the company. I'm sure only a few of them have any restaurant experience or skills. They are financial people who create expectations and try to explain why these expectations are or aren't met. However, that expectation is limited to the numerical results that have been released. An analyst rarely digs into internal matters such as morale or corporate organization. Or management's operational competence.

One exception to this was the last three years of McDonald's CEO Jack Greenberg's regime. Tired of being lied to, the analysts became outspoken about the need for some turnover.

But on this particular call, the results released by McHQ were an improvement over recent quarters, and the CEO went from zero to hero.

Owner/Operators should listen to these quarterly calls based on the theory that O/Os can tell a lot about the future of their business by listening to the discussion of corporate plans.

And, trends in analysts' comments and questions reveal a great deal about the future. With this Chicago regime, they are the tail being wagged by Wall Street's dog.

But don't expect a cage match with the CEO. The analysts will always be courteous and professional, no matter what they write in their reports.

The tough questions must come from the Owner/Operators.

Top Notch Commercial !!!

Congratulations to whoever put together the new McDonaldand commercials. The graphic quality is terrific. I first noticed it as a small image on my phone but the quality also shows up on broadcast television.

It's great to see Ronald back on the job.

McDonaldland meal driving repeat visits - NRN

Eroding Your Equity

* The only thing that gives your franchise business any resale value is the stability of the franchise agreement.

* If you sell a franchise agreement that has  XX years left to run, your buyer must be sure that that agreement won't be changed or "renegotiated".

* In any contract renegotiations, there is a winner and a loser, and with a powerful franchise company, the corporation always wins. 

* Anytime a franchisee is asked to change the terms or the application of those terms, they are damaging the future value of that franchise.

* A franchise agreement that's constantly changing and renegotiated eventually becomes worthless.

.

Memories of Beanie Babies

McDonald's Japan overwhelmed by Pokémon promo

Price Fixing?

Once upon a time, McDonald's Corp. was concerned with the legality of dictating menu prices to franchisees. To the point that direction came down from corporate legal that company (MCD) employees should not be involved in menu price discussions with franchisees. Legal said that, if, in a Co-Op meeting, franchisees were discussing a menu price promotion, the MCD employees should leave the meeting.

Of course, this was widely ignored in the field. It was especially impractical because at the time, something  like 20% of USA stores were operated by McOpCo. Deep discounting made a major dent in corporate profits.

McDonald's Corp Q2 Earnings Call Transcript

August 06, 2025 - provided by Seeking Alpha

Customers Spending More, MCD Stock Rises

Global comp sales up 3.8%, USA up 2.5% - Morningstar

Due to Weak Jobs Report Trump Goes Back to Old Job

The best in fake news from The Babylon Bee

McDonald's USA Q2 - 2025 Sales Up 2.5%

 Corp says comp sales driven by positive check growth

What's in the McNews?

If one owns a franchise granted by a publicly held company, you can gain a better understanding of where the company is going by paying attention to what management tells their shareholders, by way of their communications with Wall Street analysts.

On Wednesday, Aug 6, McDonald's management will release Q2-2025 results and conduct a conference call with interested analysts. These calls usually last a little over an hour.

WEBCAST link is here - begins at 8:30 AM EST

MCD earnings - Here's what to expect - Yahoo Finance

Acceleration of the Arches: A Progress Report

 Those ones who hold a franchise with a major public company can learn tons about the corproate plans when you can listen in thei ther disclusoure to shareholder conference calls by

 McDonald's Q2 2025 Earnings Conference Call

Additional Information

MCD Among 11 Best Income Stocks to Buy

 McDonald's remains a leading income stock

This photo often appears alongside articles about McDonald's. I haven't worked a McDonald's grill in a while, but I don't think this is how things are done (or ever). It looks more like the factory step before 7-11 cheeseburgers are wrapped in clear plastic.

Smaller Isn't Better

Major restaurant chains are always tempted to open smaller locations in an attempt to:

* Avoid impacting successful, traditional locations.

* Developing a smaller market that may not be ready for a full-size facility.

This rarely works. McDonald's attempted to build Mini-Macs in small towns in the early 1970s. Most locations had to be expanded or rebuilt because the volume exceeded expectations. That was a good result, but then there was the SPOD program at the turn of the century.

Starbucks: The end of the seatless coffee shop

A Free Copy of the Recent WSJ Article

 How McDonald's Lost Its Value Edge - WSJ/MSN

I rarely post articles from The Wall Street Journal because their firewall is quite expensive. I assume their website membership doesn't include many small businesspeople.  But if we wait a little while, they often allow another publication to run their articles. As is the case with this recent article about McDonald's and Value. If it looks familiar, it's because I posted the original WSJ article a few days ago.

Don't get me wrong, the WSJ is one of the finest publications in the world. If you subscribe and you use it, it's well worth the money. However, you shouldn't join  the WSJ expecting a lot of links to their articles to appear here, because they won't.

NRN on Success of SnackWraps

Snack Wrap likely driving repeat visits

What's the Impact on Service Times?

CosMc drinks to be tested in Wisconsin and Colorado - Maze

Why in the world would management continue to use the "CosMc" name? It's already failed in testing and nobody knows what it means or remembers that it was ever part of the McDonaldland platform.

After spending a few billion developing the McCafe brand, why not just make this an extension of that brand? Something like "McCafe Limited (or Unlimited)". Or call it McCafe Plus, or just add " + " sign. It's silly to try to build a new brand name out of nothing.

At least consumers have some connection to McCafe - nobody knows what CosMc is or was.

mc

 vdvdsvaddgadfagdfgfgdfgsfssg

WSJ on Value and Discounting Disputes

Heather Haddon spoke with numerous industry folks about QSR "Value".

Bottom line - the corporate guys always make the franchisees vote until they get it right.

How McDonald's Lost its Value Edge - WSJ

7/28/25 - A free copy of this article is now available at:

WSJ-MCD article on MSN.com

Good Day for MCD Shareholders

McDonald’s Corp announced Tuesday a quarterly cash dividend of $1.77 per share of common stock, maintaining its impressive 49-year streak of consecutive dividend increases. 

Go East Young Woman

President of In-N-Out Moving Family to Franklin, TN

Will Snack Wraps Save MCD Third Quarter?

We've discussed how new menu introductions are often intended to impress Wall Street. That's why we're seeing a flood of feel-good news articles about how well Snack Wraps are doing. 

I can see that if sales are going well, running out of a condiment or product "eventually" can happen. However, the supply chain should contain enough product volume so that the restaurants will eventually burn through the inventory, rather than running out at the beginning of the promotion. Unless incompetent personnel were mismanaging the supply chain.

Lettuce speculate that shortages could well be a planned event to create the aura of success in preparation for management's conference call with analysts, scheduled for August 6th. 

The pajama boys and girls seriously need a win. If the endless discounting and snack wraps don't increase traffic, management will have to answer some hard questions.

In other words, snack wraps have to work, even if it's partially McSpin.

Snack Wrap comes out of the gate hot - NRN

Early return on Snack Wraps are apparently good - Maze

Snack Wrap frenzy leaves McDonald's short on lettuce - NBC

More on Tax Bill From Quick & Assoc.

A summary of nine important tax changes that may affect you

3 Reasons to Separate Corporate CEO and Chair Positions

Numer One: "..... it is the board of directors that votes to increase executive pay. Accordingly, when the CEO is also the chair, a conflict of interest arises, as the CEO is voting on their own compensation. Although a board probably includes some members who are independent of management (as required by legislation), the chair/CEO can influence the activities of the board, which allows for potential abuse of the chair position."

From: Investopedia- financial-edge 

Egg Prices Continue to Fall

Prices fall for third straight month - Newsnation

Big Beautiful Bill Good for Franchisees

     

 Says the International Franchise Association

The Menu Creeps

How big can the McDonald's USA menu get?

Many factors contribute to the growth of McDonald's menu. The top two are:

The business news industry: It's boring trying to write about the restaurant industry. The only interesting hot topics are new products.

Wall Street analysts: An analyst's job is to keep track of the activities of certain companies or entire Industries. That means keeping up with new products or concepts, whether it's automobiles, pharmaceuticals, or farm equipment. It's then the analyst's job to translate these changes into EPS projections.

If a restaurant company fails to impress Wall Street with new products, analysts will report that the headquarters lacks "Menu Innovation." New products are as much to impress Wall Street as they are to attract paying customers.

" McDonald's execs believe menu innovation is the key to turning around their sagging sales—so much so that they mentioned it 14 times during their May earnings call. "...There's a steady flow of menu innovation that goes from now through the end of the year in a number of our markets," CEO Chris Kempczinski said. "...Our expectaion is, as we continue to have more menu innovation...it has a positive impact on baseline, which is sort of the gift that keeps on giving."

From: Parade/Yahoo News

Caution: New Stores Ahead

 McDonald's USA to open 900 new stores by the end of 2027

Please note the first comment on this post.

At the Risk of Seeming Picayune, ...

The metaphor "Three-Legged Stool" is typically used to describe a mutually beneficial relationship, a type of quasi-partnership. At least that was the way Fred Turner used the term.

When the demise of the Krispy Kreme partnership was announced, McDonald's Owner/Operators received a memo from some corporate suits explaining the decision-making process. The three-legged stool was mentioned, but in a non-McDonald's way.

From the memo: "McDonald's continues to be guided by the three-legged stool, and if one leg faces significant challenges, it is our shared responsibility to reassess the best path forward."

In other words, one leg of the stool is dominant over the others and will be the ultimate decider on the fate of the other legs. Now we all know that's how the McDonald's system works, but it's disheartening to see a term that has always been a positive used in such a negative way.

The word for this management style is "Bullying".  

Everybody Wants to Buy McDonald's in Israel

It's my guess this article is 95% gossip and/or fabrication, but the last sentence in the following paragraph caught my eye.

"The process of seeking a franchisee is being handled by a local representative on behalf of McDonald’s, who has approached well-known business figures in Israel, in parallel with direct approaches received by McDonald’s Global. Interested parties have signed confidentiality agreements. Among them: Ori Max, owner of Maxstock under Apax Partners; large real-estate and mall groups; and a group of McDonald’s executives who are exploring the formation of a consortium."

Battle for McDonald's franchise in Israel heats up - ynetnews

How to Help Texas Flood Victims

 Salvation Army - Texas

What McDonald's Says About the Economy

McDonald's to hire 375,000 people this summer

That's about 25 employees per store, the spring and summer hiring trend that goes back about 70 years.

However, if McDonald's corporate opens "another 900 U.S. restaurants by 2027" there may be fewer employees per restaurant due to cannibalization.

Coffee News

 https://www.restaurantbusinessonline.com/operations/starbucks-wants-its-customers-stay-awhile?utm_source=Marketo&utm_medium=email&utm_campaign=NL_RB_Daily_07-03-25_09:00&LID=4016934&sp_eh=a1e52bb9d898380b39f0967fe260b980ceb054e5370d4c03b65fd5d03e671249&mkt_tok=NTYxLVpOUC04OTcAAAGbb5HFfQrbsZZTBwILVjycIigNr_zzMIT4Iz3pDukvRexdGuS7E0UZ8CBP__tpJg0Y0IBtVE3jrmB7HMFXehzOYkrGw9HPhIoFj90gwgACyv_BixA

BK Gives Up On Poor Location - McDonald's Says "We're Next"

When you're in a panic to open hundreds of new stores in a few years to impress shareholders, rehabbing a failed Burger King is quick and easy. 

It won't be about sales volume anymore; it'll be about the number of new stores.

 https://finance.yahoo.com/news/insiders-mcdonalds-sold-us-17m-120013005.html

 https://melmagazine.com/en-us/story/mac-tonight-moon-man-oral-history#google_vignette

White Castle Follows McDonald's Into Late Night

                             Extended hours - more or less profits?

I didn't want to seem picayune

Speaking of New Stores

In case you missed it, Anonymous recently posted: 'This is a repeat of the 1990s “Convenience Strategy”, Oak Brook fell on their face trying it back then. And that was when the corporation was staffed with experienced, knowledgeable people.'

We seldom comment about McDonald's mid-management people since a) they aren't in those jobs very long, b) I don't know them or what they actually do in their work.

But this lady is interesting in that she was hired to lead the development of new USA stores. She was hired in 2023, at approximately the same time Accelerating the Arches was announced. In other words, she was put in charge of accelerating McDonald's USA growth, despite having no time with the company.

The opposite of experienced and knowledgeable. Of course, she's now had two years to acquire 70 years of site location experience.

Her corporate profile: mcdonalds.com - leadership

Her Linkedin page: linkedin.com/tabassumzalotrawala

Perfection Ahead for McDonald's Technology

McDonald's shuffles technology leadership - NRN

McDonald's Shuffles Technology Leadership

A "Restaurant Guy" Now Runs Starbucks

How Brian Niccol plans to revive the coffee chain - Maze

Watch MCD Shares

MCD shares continue to slide - Guru Focus

Krispy Kreme = Tough Business - Maze

The McDonald’s partnership was supposed to represent a glorious return of the brand to a full national stage.

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Byron Suit Settled

McDonald's settles Byron Allen's $10 billion lawsuit

Give That Site a Second Chance

While we don't know all the details about the aforementioned McDonald's site in Southhaven, MS., it brings back memories of the "Cannibalization Strategy" from the 1990s. In brief, the corporation was eager to build as many stores as possible as quickly as possible. It was not uncommon for the McDonald's real estate department to have taken the position that a particular town or locality was not ready for a new McDonald's store. But, a year later, with no significant changes or population growth, the corporate guys would announce the area was now ready for a new store. Just to get one more in the ground.

We all know how such deals worked out for the Owner/Operator.

A McDonald's Rebuild That Took Thirty Years

 

A new McDonald's is planned for the Memphis suburb of Southhaven, Mississippi.

A McDonald's store on this site was opened in 1975 and closed in the mid-1990s, sitting vacant ever since.

It's time to try again with a new store about to break ground at the exact same exact location.

                             A new McDonald's for Southhaven MS

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Tough Week for McDonald's ...

... and it's only Tuesday - GuruFocus

 https://www.commercialappeal.com/story/money/business/development/2025/06/09/mcdonalds-in-southaven-restaurants/83990868007/

 

How Does the $20 Million Man Rate?

Restaurant CEO Pay - Restaurant Business

More Trump at McDonald's

Eight minutes of generally unseen video of POTUS 47 at McDonald's

Analysts on McCrispy Strips

Strips haven't provided much of a traffic bump - NRN

Analysts's cooment on MCD in general - TheStreet

Michael Gonda Runs From McDonald's

Going to work for sportswear giant Nike - PR Wire 

It's Cannibalization All Over Again

In December of 2023, McDonald’s Corp. announced a goal of operating 50,000 stores worldwide by the end of 2027.

It’s challenging to track exactly what this means for McDonaid’s USA since the announcement combines the USA and IOM.  Some press articles stated that the target for the USA is as low as 600 new stores. Some reporters thought management is targeting 900 or 1,000 for the USA. Six hundred stores are a substantial number, especially considering the current circumstances.

In the year 2023, there was no increase in the number of stores in the USA. In 2024, the count increased by approximately 100 stores. The first-half of 2025 results, to be released in August, should provide valuable insights. 

December 2027 is approaching quickly. It’s two and a half years away, or 30 months. Let’s guess that McDonald’s USA has opened 100 new stores in the first half of 2025. That’s twice the pace of 2024.

The trouble is, if we stick with the 600-store number, it means 100 opened in 2024 and 100 so far in 2025. That leaves 400 stores for McDonald’s USA to open in the next 30 months. That’s a lot for a company that has been in the business of downsizing over the past decade. Can the domestic system handle 600 new stores? 700?1,000?

This is a repeat of the 1990s “Convenience Strategy”, Oak Brook fell on their face trying it back then. And that was when the corporation was staffed with experienced, knowledgeable people.

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Speaking of Same Store Sales

 When discussing new stores with McDonald’s Owner/Operators, we often get sidetracked by the finances of a particular new store, when the real issue is the cannibalization of the Operator’s existing stores.

Sure, one can argue to get a point or two shaved off a new store’s rent and royalties, but what about that 25% cannibalized from your older stores?

Speaking of sales, if Accelerating the Arches goes forward, you can forget about same-store sales for 5 or 6 years. It’s impossible to increase same-store sales while saturating the market with new stores; Newer, smaller chains can do it, but not at the age of 70.

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pg 21

 https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/McD%20-%202024%20Annual%20Report%20to%20Shareholders.pdf

Some Hardee's are Breakfast and Lunch Only

Closing at 2PM sounds crazy, but a little hour-by-hour analysis can't hurt

CosMc's Failure to Launch

McDonald's is closing its concept CosMc’s restaurants.

Mc-Deja Vu All Over Again

McDonald's USA going late night (again)

 

McDonald's Exiting Chicago?

         

          CBS News reports - Chicago    

Keeping MCD Shareholders Happy

McDonald's announces quarterly cash dividend

 Some people eho atttend expensive schools learn a lot and become great leaders. Others are only brainswashed into thinking they are the leeite and that they are smarter than everyone else.

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Investors Lose Patience With Krispy Kreme

Shareholders of DNUT file lawsuit over delay in MCD partnership

 https://finance.yahoo.com/news/mcdonald-announcement-unveils-huge-summer-170700871.html

https://www.eatthis.com/mcdonalds-expansion-900-new-locations-us/

 

We answer a visitor question:

Somewhere, along the line, a visitor to this website applied the then-popular term "pajamaboy (Thanks, Obama) to certain members of McDonald's management team.

"Pajama Boy" is a pejorative term for a photograph posted online in 2013 by the American political organization Organizing for Action of one of its employees, Ethan Krupp, in support of the Patient Protection and Affordable Care Act, otherwise known as "Obamacare".

Source: Wikipedia

Saudi Arabia Lures Trump With McDonald's

His own portable MCD store greeted him at the airport - Daily Beast

Is CosMc's a Test, Or Just Wasted O/O Money?

There are two kinds of "testing" in the McDonald's system. The first kind involves real testing and evaluation. Fake beef is a good example of real testing.

The other kind of testing is when the CEO or BOD decides they have superior knowledge and judgment and launch a "test" with a predetermined outcome.

CosMc's is such a "test." Owners/Operators will never get the real numbers or the real results. Owners/Operators' money will pay for the growth of CosMc's, and the return will be the same as from the McCafe grocery store retail line.

QSR Magazine - MCD testing CosMc's in existing restaurants

Even McDonald's Can't Save Krispy

McDonald's and Krispy Kreme will not expand test - NRN

Restauranter Transitions to Politician

FOX interviews celebrity chef

Andy Gruel operates a handful of restaurants in Orange County, California, and appears to be one of the young Republicans hoping to save the state.

Who Ya Gonna' Blame?

In an uncertain economy, McDonald's sees sales decline - NYT

MCD Frist Quarter2025 Results

MCD USA Sales off 3.6 % -Yahoo Finance

Jack In the Box Changing Everything - Again

Ever since they were purchased by a dog food company in 1966 (Ralston Purina - Sold 1985) JIB has been a broken company - QSR mag

Minecraft Digging McDonald's Out

                  McDonald's gets tailwind from Minecraft Meals - NRN

....

 ....

...

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Chili's Take Swing atMcDonald's

 Chili's goes after MCD again with QP burger - RestBusi

No Way To Have It

           

57 unit Burger King franchisee declares bankruptcy